Tallon Kerry Patrick’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Tallon Kerry Patrick’s Portfolio PFF Stock Details PFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.73M	Buy	+54,516	New	+$1.78M	1.67%	22

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Tallon Kerry Patrick's PFF Position: Q4 2024 in Review

Tallon Kerry Patrick opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q4 2024: 54,516 shares worth $1.73M. The stake represents 1.67% of the portfolio and ranks #22 among its holdings.

1,068 funds tracked by Wall St. Rank hold PFF as of Q4 2024.

Tallon Kerry Patrick held 54,516 shares of iShares Preferred and Income Securities ETF worth $1.73M as of Q4 2024.
iShares Preferred and Income Securities ETF was a new Tallon Kerry Patrick position in Q4 2024.
iShares Preferred and Income Securities ETF made up 1.67% of Tallon Kerry Patrick's portfolio in Q4 2024, its #22 holding.
1,068 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2024.

Based on Tallon Kerry Patrick's 13F filing for Q4 2024, filed 15 Jan 2025.